Docupace
Founded Year
2002Stage
Acquired | AcquiredTotal Raised
$95.6MAbout Docupace
Docupace provides federal and state law-compliant electronic processing platforms for financial institutions and the wealth management industry players to simplify the process of capturing, organizing, routing, and accessing information. The company also enables broker-dealers and financial services firms to become cyber secure by assessing vulnerabilities, correcting potential gaps, and providing ongoing monitoring. It was founded in 2002 and is based in Los Angeles, California. On July 27th, 2022, Docupace was acquired by Envestnet. The terms of the transaction were not disclosed.
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Docupace's Products & Differentiators
Surveillance and Compliance Suite
Integrated Digital Workflow Engine for Issue Escalation and Resolution Multi-approver Architecture and Escalation Protocols Configurable Rules and Alerts Generator to Conveniently Manage Risk Real-time alert and response capabilities for advisors and home office personnel Easily Manage License Status and Flag Transactions Based on License Status Advanced Data Analytics Automatically Flag Transactions Based on Rules You've Designed Alert Driven Auditing (+240 out of the box alerts) Simplified OFAC and FinCen Review and Processing Automatic Trade, Account, Transaction and Position Data Feed from Third-Party Providers Express License and Registration Monitoring WebEFT and NIPR Automated Compensation Hold for License Checking Flag License for Surveillance Purposes
Expert Collections containing Docupace
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Docupace is included in 3 Expert Collections, including Regtech.
Regtech
1,453 items
Technology that addresses regulatory challenges and facilitates the delivery of compliance requirements. Regulatory technology helps companies and regulators address challenges ranging from compliance (e.g. AML/KYC) automation and improved risk management.
Wealth Tech
2,051 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Fintech
8,095 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Docupace Patents
Docupace has filed 1 patent.
Application Date | Grant Date | Title | Related Topics | Status |
|---|---|---|---|---|
3/24/2014 | Systems theory, Graphical user interface elements, Systems science, Systems scientists, Complex systems theory | Application |
Application Date | 3/24/2014 |
|---|---|
Grant Date | |
Title | |
Related Topics | Systems theory, Graphical user interface elements, Systems science, Systems scientists, Complex systems theory |
Status | Application |
Latest Docupace News
Sep 20, 2023
By Staff report September 20, 2023, 2:01 p.m. EDT 1 Min Read Docupace Docupace, a provider of cloud-based fintech software for the wealth management industry, is giving developers the access and ability to craft and test their own solutions using the company's APIs. The California-based company on Tuesday announced the debut of the Docupace Developer Portal , a one-stop shop for developers to learn about, access and use Docupace's APIs (application programming interfaces) and other developer resources to integrate their applications with the platform. APIs are a way for two or more computer programs to communicate with each other. It is a type of software interface offering a service to other pieces of software. The new Docupace portal gives users a comprehensive overview of the company's API offerings, including detailed documentation, tutorials, widgets and examples. Developers can also use the portal to create accounts, generate API keys and test their applications against the company's live APIs. "We are excited to launch our Developer Portal and make it easier for developers to build innovative solutions using our APIs," Liz Pavlik, executive of product management for Docupace, said in a statement. "Our goal is to provide developers with the resources they need to be successful, and we believe the developer portal will play a key role in achieving that goal." Created with developers in mind, the portal provides access to comprehensive API documentation, interactive code samples and a full featured testing environment within a single unified platform. The documentation helps third-party developers easily grasp the capabilities and potential applications of Docupace APIs, while features like live API testing allow developers to test their creations against the company's live APIs. "Docupace is committed to the continued development of our API Developer Portal, and we will be adding new features and enhancements on an ongoing basis," Matt Fields, vice president of research and development at Docupace, said in a statement. "We encourage developers to provide feedback and suggestions directly through our AI chatbot within the portal and we will do our best to incorporate them into the portal."
Docupace Frequently Asked Questions (FAQ)
When was Docupace founded?
Docupace was founded in 2002.
Where is Docupace's headquarters?
Docupace's headquarters is located at 11766 Wilshire Blvd, Los Angeles.
What is Docupace's latest funding round?
Docupace's latest funding round is Acquired.
How much did Docupace raise?
Docupace raised a total of $95.6M.
Who are the investors of Docupace?
Investors of Docupace include Envestnet, Palisades Growth Capital, FTV Capital, TVC Capital, Management Buyout (MBO) and 3 more.
What products does Docupace offer?
Docupace's products include Surveillance and Compliance Suite and 4 more.
- Predict emerging trends
- See competitors' playbooks
- Stalk the smart money
- Identify tomorrow's challengers
- Spot growing industries
- Kill analyst data work
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